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Financial Planning Session
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11 financial planning session with Certified Financial Planner Bob Bordett of Consolidated Planning Corporation.
Financial planning session consists of 7 hours. At the end of your planning session, your financial data will be analyzed and another session will be scheduled to review results and recommendations. Analysis includes: Net worth statement and cash flow projection; retirement planning; asset allocation and investment review; education planning; insurance needs analysis; and estate planning.
Valid through 3/6/21.
Donated By Bob Bordett of Consolidated Planning Corporation